|
1
|
Focus Partners Wealth
Boston,
Massachusetts
|
$599M
|
-$9.81M
|
-467,383
|
-1%
|
|
|
2
|
Focus Partners Advisor Solutions
Saint Louis,
Missouri
|
$344M
|
+$14.4M
|
+683,935
|
+4%
|
|
|
3
|
KEB Asset Management
Springfield,
Illinois
|
$36.1M
|
-$4.24M
|
-202,062
|
-10%
|
|
|
4
|
Claris Advisors
St. Louis,
Missouri
|
$34.1M
|
+$223K
|
+10,615
|
+0.6%
|
|
|
5
|
Peirce Capital Management
The Woodlands,
Texas
|
$33.1M
|
+$2.2M
|
+105,031
|
+7%
|
|
|
6
|
Squire Investment Management Company
Orem,
Utah
|
$22M
|
+$2.11M
|
+100,592
|
+10%
|
|
|
7
|
Kaufman Rossin Wealth
Miami,
Florida
|
$19.4M
|
-$10.9K
|
-519
|
-0.1%
|
|
|
8
|
Envestnet Asset Management
Chicago,
Illinois
|
$19M
|
-$2.2M
|
-104,656
|
-10%
|
|
|
9
|
Forum Financial Management
Lombard,
Illinois
|
$13M
|
+$103K
|
+4,898
|
+0.7%
|
|
|
10
|
EverSource Wealth Advisors
Birmingham,
Alabama
|
$11.6M
|
+$451K
|
+21,476
|
+4%
|
|
|
11
|
Gibson Capital
Wexford,
Pennsylvania
|
$11.2M
|
+$765K
|
+36,467
|
+7%
|
|
|
12
|
Capstone Wealth Management (Alabama)
Tuscaloosa,
Alabama
|
$11M
|
+$294K
|
+14,004
|
+3%
|
|
|
13
|
Benningfield Financial Advisors
San Francisco,
California
|
$10.8M
|
-$276K
|
-13,129
|
-2%
|
|
|
14
|
Allworth Financial
Folsom,
California
|
$10.1M
|
+$1.76M
|
+83,665
|
+18%
|
|
|
15
|
Friday Financial
Dubuque,
Iowa
|
$8.68M
|
+$1.57M
|
+74,937
|
+21%
|
|
|
16
|
HMV Wealth Advisors
Shreveport,
Louisiana
|
$8.1M
|
+$4.4M
|
+209,553
|
+101%
|
|
|
17
|
Dopkins Wealth Management
Williamsville,
New York
|
$6.76M
|
+$341K
|
+16,232
|
+5%
|
|
|
18
|
Lauterbach Financial Advisors
El Paso,
Texas
|
$6.75M
|
+$28.6K
|
+1,365
|
+0.4%
|
|
|
19
|
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
|
$6.3M
|
+$3.46M
|
+164,630
|
+103%
|
|
|
20
|
AQR Capital Management
Greenwich,
Connecticut
|
$5.98M
|
+$1.75M
|
+83,532
|
+37%
|
|
|
21
|
JDH Wealth Management
Santa Rosa,
California
|
$5.81M
|
-$114K
|
-5,422
|
-2%
|
|
|
22
|
Hill Investment Group Partners
St. Louis,
Missouri
|
$4.73M
|
-$24M
|
-1,143,029
|
-82%
|
|
|
23
|
Kraft Asset Management
Nashville,
Tennessee
|
$3.84M
|
-$2.56M
|
-121,836
|
-38%
|
|
|
24
|
Two Sigma Investments
New York
|
$3.76M
|
+$445K
|
+21,200
|
+12%
|
|
|
25
|
Poinciana Advisors Group
Palm Beach Gardens,
Florida
|
$3.75M
|
-$29.4K
|
-1,400
|
-0.7%
|
|
